Marguerite Casey Foundation replaced its outdated Microsoft Dynamics GP system with Sage Intacct to eliminate heavy manual spreadsheets, improve reporting, and integrate modern applications. The upgrade boosted accounting efficiency by 50 percent, cut the monthly close from up to 20 days to seven, and removed 34 hours of manual work each month. With clearer visibility and customizable reporting, MCF redirected more funding to grantmaking and identified $150,000 in annual savings. Staff now access real-time dashboards, improving decisions and supporting the foundation’s mission.

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